CONFLUENCE Overview

Confluence Investment Management Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 23 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 122% of the manager's regulatory AUM.

CONFLUENCE StockAlpha

-0.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CONFLUENCE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.74% Health -4.48% -0.02% 0 34%
PEP 2.71% Cons. Staples -5.95% -0.04% 0 25%
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FEATURED IN
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CONFLUENCE Founders and Key Employees

Name Title In Position Since
Brian N. Hansen President / Member December-2007
Joseph J. Hanzlik Svp, Chief Compliance Officer And Equity Analyst December-2007
Mark A. Keller Chief Executive Officer And Chief Investment Officer / Member May-2008
David B. Miyazaki Svp And Portfolio Manager May-2008
Daniel T. Winter Svp And Portfolio Manager May-2008
Patricia A. Dahl Svp And Portfolio Manager February-2008
William D. Ogrady Evp And Chief Market Strategist November-2008
Tore L. Stole Vp And Director Of Research September-2009
Frederick C. Stein Vp And Portfolio Manager September-2009
Dustin A. Hausladen Vp And Director Of Business Development September-2009
Thomas W. Dugan Avp And Portfolio Manager December-2011
John M. Wobbe Avp And Equity Analyst December-2011

CONFLUENCE Brokers, Custodians, Auditors and Administrators

Type Company

CONFLUENCE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis

Confluence employs fundamental, technical and cyclical security analysis methods, which vary by the type of portfolio strategy provided. Confluence’s equity strategies, which are comprised of specific company securities, utilize a bottom-up, fundamental approach whereas Confluence’s asset allocation and fixed income strategies, which are implemented using Exchange-Traded Funds (“ETFs”), utilize a top-down, technical and cyclical approach. ETFs are an individual security that represents a basket of securities that are designed to mirror targeted indices, sectors or asset classes (e.g., XLP: Consumer Staples Select Sector SPDR). The firm’s Global Hard Assets strategy, which is primarily comprised of common stock securities with a small portion of ETFs, is a combination of the above two approaches. Confluence’s Global Macro strategy is comprised solely of ETFs and ...
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CONFLUENCE Portfolio Concentration

CONFLUENCE Location

20 ALLEN AVENUE, STE 300
SAINT LOUIS, Missouri
UNITED STATES, 63119

CONFLUENCE Contact Information

Phone Number: 314-743-5090
Fax Number: 314-743-5205
Website:

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